Uniting industry leaders and progressive thinkers from across the Financial Services sector with a passion for financial wellness as good business. Join design and business leaders from Insurance, Fintech, Banking and more to discuss how experience design strategies can be applied to drive market solutions that achieve social good and profit alike.
The conference took place on November 7, 2017 at...

With innovation in pharma becoming a buzzword that means different things, hear from different organizations what innovation means to them.
In this session, we will hear about the meaning of innovation within organizations like Biogen, Takeda, UCB, Shire and Lilly.
Topics for discussion will include:
- Discovery and innovation of the molecule
- Development of new med tech and digital health tec...

Hear how health plans and companies are finding new innovative ways to assist individuals with their journey in finding and receiving the best care.
From making treatment decisions to communicating with health professionals and organizations, patients are relying more on technology to help them navigate through the tedious processes. We'll dive into how patients can address their logistics and a...

With the struggles patients go through each day to understand their health system, how are new innovations utilized to help the patients?
Even in our effort to leverage technologies in a beneficial way, some patients are still faced with obstacles in the system. In this session, we will explore how patients interact with the health system, including facilities, services, and the emerging technol...

Learn how to facilitate motivation for positive health behaviors in a variety of context.
Motivation - the psychological process that give behavior its energy and direction - plays a central role in the adoption and sustained execution of health-promoting behaviors critical to prolonging length and quality of life.
In this session, you'll learn from experts in the field about theory-backed and ...

How can organizations overcome the hurdles of bringing in new innovation cultures into their work process?
By now, many of us are familiar with the “big ideas” of innovation cultures in organizations: collaboration, co-creation, empathy, iteration, and more. But bringing these ideas into our organizations and infusing them into our work, in a way that is sustainable, repeatable and scalable has b...

This session will focus on how we can design and develop the technologies and workflows that support clinician objectives and enhance connection and relationships.
Clinicians are bearing the burden of an increased administrative load to the point where burnout is on the rise and some are even leaving the profession. Thus, we rely on new innovations to alleviate the process, leading to positive c...

Experts will speak on how employers, educational institutions, government, and corporations can contribute to a culture of health and well-being in our workplaces, schools, communities, and the public consciousness.

Financial volatility, monthly fluctuations in income and expenses, is a challenge in the lives of Americans across the income spectrum. And it is on the rise. The impact of this volatility is exacerbated by people’s lack of emergency savings. The Federal reserve found that 46% of adults say they either could not cover an emergency expense costing $400 or would cover it by selling something or borr...

The Mad*Pow Agile Persona Construction Toolkit (MPACT) is a generative design tool that helps teams create behavior-based personas. Using MPACT, teams can create a set of 1-5 personas in a single, day-long session.
MPACT helps create behavior-based personas that adapt to the context of the product/service being designed and provides actionable design tips based on behavior attributes. The collabo...

Jason Henrich’s talk will explore how mindset impacts culture and performance. Based on research from acclaimed Stanford professor, Carol Dweck, Jason will discuss how “fixed” and “growth” mindset influences behavior and innovation specifically within financial services.

In product and experience design projects, there's often an early choice between taking a qualitative or quantitative approach. We present a case study of our team of quants partnering with the designers to craft experiences that measurably change usage of mobile money offerings in Tanzania. We discuss some of the ways in which big data analysis complemented and strengthened more qualitative and u...

It’s easy to hear “design” and assume that the purpose of good design is purely aesthetic. But designer Amy Cueva argues for design that is rooted in a deeper purpose. She explains the origins and impact of purpose-driven design, which brings together the concepts of conscious capitalism and human-centered design to serve not just profits, but people.

A revolutionary conference, gathering more than 450 cross-disciplinary thinkers and practitioners in one space. Through an inspired mix of thought-provoking talks, workshops, and discussions, HxRefactored applies design, science, evidence, and theory to re-imagine the entire health journey, and find new ways to actually deliver that vision.

As Financial Services organizations look to drive transformation, service design and experience strategy projects are on the upswing. For some executives, these initiatives and their methodologies introduce new ways of collaborating and express strategies using project artifacts not before seen by many leaders. Greg Marion, USAA’s VP and Chief Strategy Officer has been through it and will share hi...

As the financial services industry learns to embrace design-led innovation, organizations sometimes struggle to reap the full value of human centered design. Teams can find their interactions with customers limited only to the early research and late evaluation phases of the design process, while the work in between–generating ideas and novel solution concepts–is often left to the internal team al...

Many Financial Services companies are still growing and maturing their design practices and it’s all too common to see a lack of timely collaboration on major initiatives. What if there were better methods for productive collaboration with business stakeholders? Steven Turbek, Managing Director at Goldman Sachs will share the tools, techniques and language that can help foster better collaboration...

Financial security has long been a core component of the American Dream, allowing us to pursue our personal visions of “the Good-Life” and successfully navigate life’s opportunities and challenges. Substantial theorizing and research suggests that how we organize our lives, our time, and our behaviors in pursuit of this dream have consequences to our overall sense of wellbeing. Although theorists ...

We seek to live in a world where all people have the financial opportunity and ability to improve their lives. A world where fin-tech, policy and financial industry at large come together to provide a full suite of quality services to meet the needs of underserved, marginalized and low-income populations. This panel will discuss the opportunities, challenges and special design/technology considera...

How can organizations overcome the hurdles of growing design and innovation into their thinking, teams, and processes?
By now, many of us are familiar with the “big ideas” of design and innovation in organizations: collaboration, co-creation, empathy, iteration, and more. But bringing these ideas into our organizations and infusing them into an organizations culture in a way that is sustainable, ...

In this panel, Adam Connor, Mad*Pow’s VP of Organizational Team will speak with leaders from within the financial services industry to learn about their experiences and advice for integrating and growing design within their organizations.

Betterment is the first and largest independent robo-advisor. We make extensive use of applied behavioral design to guide our customers to the right investment decisions, as well as providing a behavioral framework for helping them manage their money. I'll share what we've learned works, and doesn't.

Artificial intelligence and machine learning are getting a lot of attention lately, especially in financial services. AI promises to transform the industry and make a huge impact across the financial services spectrum. Specifically, machine learning is increasingly being used to impact decision-making in the decision-rich areas of wealth management and investment. Dr. Evan Schnidman, CEO of text a...

User Experience is concerned with the research, design and development of digital properties or software applications. The term "Customer Experience" describes all the touch points that a customer has with your brand. While the two share similar goals, they use different processes. Recently, however, companies are leveraging their UX team’s methodologies to complement their CX initiatives. This wa...

As the financial services industry learns to embrace design-led innovation, organizations sometimes struggle to reap the full value of human centered design. Teams can find their interactions with customers limited only to the early research and late evaluation phases of the design process, while the work in between–generating ideas and novel solution concepts–is often left to the internal team al...

As Financial Services organizations look to drive transformation, service design and experience strategy projects are on the upswing. For some executives, these initiatives and their methodologies introduce new ways of collaborating and express strategies using project artifacts not before seen by many leaders. Greg Marion, USAA’s VP and Chief Strategy Officer has been through it and will share hi...

We seek to live in a world where all people have the financial opportunity and ability to improve their lives. A world where fin-tech, policy and financial industry at large come together to provide a full suite of quality services to meet the needs of underserved, marginalized and low-income populations. This panel will discuss the opportunities, challenges and special design/technology considera...

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